JFA
JNBA Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
13,099
-250
| -2% | -$20.9K | 0.11% | 85 |
|
|
2025
Q1 | $1.01M | Sell |
13,349
-341
| -2% | -$25.8K | 0.1% | 85 |
|
|
2024
Q4 | $962K | Buy |
13,690
+1,182
| +9% | +$83.1K | 0.1% | 90 |
|
|
2024
Q3 | $976K | Sell |
12,508
-668
| -5% | -$52.1K | 0.1% | 88 |
|
|
2024
Q2 | $957K | Sell |
13,176
-99
| -0.7% | -$7.19K | 0.1% | 90 |
|
|
2024
Q1 | $985K | Sell |
13,275
-773
| -6% | -$57.4K | 0.1% | 96 |
|
|
2023
Q4 | $988K | Buy |
14,048
+445
| +3% | +$31.3K | 0.11% | 97 |
|
|
2023
Q3 | $875K | Sell |
13,603
-266
| -2% | -$17.1K | 0.11% | 101 |
|
|
2023
Q2 | $936K | Buy |
13,869
+913
| +7% | +$61.6K | 0.11% | 103 |
|
|
2023
Q1 | $866K | Buy |
12,956
+118
| +0.9% | +$7.89K | 0.11% | 105 |
|
|
2022
Q4 | $791K | Buy |
12,838
+4,754
| +59% | +$293K | 0.11% | 106 |
|
|
2022
Q3 | $426K | Sell |
8,084
-3,725
| -32% | -$196K | 0.07% | 130 |
|
|
2022
Q2 | $695K | Buy |
11,809
+7,380
| +167% | +$434K | 0.11% | 108 |
|
|
2022
Q1 | $308K | Buy |
4,429
+134
| +3% | +$9.32K | 0.04% | 159 |
|
|
2021
Q4 | $321K | Sell |
4,295
-147
| -3% | -$11K | 0.04% | 163 |
|
|
2021
Q3 | $330K | Buy |
4,442
+593
| +15% | +$44.1K | 0.04% | 156 |
|
|
2021
Q2 | $288K | Buy |
3,849
+490
| +15% | +$36.7K | 0.04% | 163 |
|
|
2021
Q1 | $242K | Buy |
3,359
+242
| +8% | +$17.4K | 0.04% | 174 |
|
|
2020
Q4 | $215K | Buy |
3,117
+249
| +9% | +$17.2K | 0.04% | 171 |
|
|
2020
Q3 | $173K | Buy |
2,868
+160
| +6% | +$9.65K | 0.03% | 162 |
|
|
2020
Q2 | $155K | Buy |
2,708
+934
| +53% | +$53.5K | 0.03% | 161 |
|
|
2020
Q1 | $89K | Buy |
1,774
+1,645
| +1,275% | +$82.5K | 0.02% | 181 |
|
|
2019
Q4 | $8K | Hold |
129
| – | – | ﹤0.01% | 463 |
|
|
2019
Q3 | $8K | Hold |
129
| – | – | ﹤0.01% | 428 |
|
|
2019
Q2 | $8K | Hold |
129
| – | – | ﹤0.01% | 456 |
|
|
2019
Q1 | $8K | Buy |
129
+70
| +119% | +$4.34K | ﹤0.01% | 418 |
|
|
2018
Q4 | $3K | Sell |
59
-6,191
| -99% | -$315K | ﹤0.01% | 461 |
|
|
2018
Q3 | $400K | Buy |
+6,250
| New | +$400K | 0.18% | 87 |
|
|
2016
Q4 | – | Sell |
-7,423
| Closed | -$409K | – | 874 |
|
|
2016
Q3 | $409K | Buy |
+7,423
| New | +$409K | 0.06% | 115 |
|